November Client Bulletin

With all the talk during the pandemic about saving money, it is possible to go too far. Included in our November newsletter are some ideas to make sure this does not happen to you.
With all the talk during the pandemic about saving money, it is possible to go too far. Included in our November newsletter are some ideas to make sure this does not happen to you.
Every business and every business owner should have an external support team. Learn how to create one in our latest blog post.
The SBA and Treasury released (yet) another update to the PPP rules, this time focusing on helping the smallest borrowers, those with PPP loans of $50,000 or less.
In October’s newsletter, find out how a tax trap could be lurking in your paycheck. Also read about your options for what to do with your 401(k) when switching jobs.
As summer is winding down, the IRS wants you to be aware of common scams being encountered during the pandemic. This and more in our September newsletter.
Now that the deadline to submit PPP loan applications is behind us, it’s time to focus on having these loans forgiven. The SBA and Treasury recently released an FAQ covering PPP forgiveness, so we want to quickly recap what we learned and talk about how it affects you and your PPP.
Get a head start on your tax planning by reading about four new laws to help you in 2020. Also find out whether your business should incorporate and what you can do to increase the chances that your PPP loan is forgiven.
Remember, July 15 is now the tax filing due date because of the pandemic! It also means you may have a tax payment due on or before July 15. And if you have not yet received your federal stimulus check, this month’s newsletter tells you what you should do.
This month’s newsletter details reasons why you should look for other sources of cash instead of tapping into your retirement funds, along with identifying potential tax surprises if you are using any of the pandemic-related relief programs.
COVID-19 uncertainty abounds for everyone. This month’s newsletter provides a round-up of tax-related laws to help with tax planning for 2020 as we all navigate the coronavirus pandemic.